Franz Nowak @franzno.bsky.social · 09/09/2026Paper: www-cdn.anthropic.com/files/4zrzov...www-cdn.anthropic.com 000
Franz Nowak @franzno.bsky.social · 09/09/2026www.anthropic.com/institute/ec...anthropic.comScenarios for our Economic FutureThe Anthropic Economics Team models the effects of AI on the economy of 2030. 110
Reposted by Franz NowakWahlrecht.de @wahlrecht.de · 06/09/202618-Uhr-Prognosen von ARD und ZDF: AfD noch stärker als erwartet, absolute Mehrheit möglich. SPD und Grüne sicher drin, BSW auf der Kippe. Alle Prognosen und Hochrechnungen: www.wahlrecht.de/news/2026/la... #ltwst #ltwlsa 53622
Reposted by Franz NowakWahlrecht.de @wahlrecht.de · 03/09/2026Sonntagsfrage zur Landtagswahl in Sachsen-Anhalt • Forschungsgruppe Wahlen / ZDF: AfD 41 % | CDU 23 % | DIE LINKE 11,5 % | SPD 8,5 % | GRÜNE 6 % | BSW 4 % | FDP 3 % | Sonstige 3 % ➤ Verlauf: wahlrecht.de/umfragen/lan... 🗓️ Landtagswahl: 6. September 2026 #ltwst #ltwlsa 5258
Franz Nowak @franzno.bsky.social · 14/08/2026US nuclear negotiator Ernest Moniz: ‘Iran has the home-court advantage’ - giftarticle.ft.com/giftarticle/...giftarticle.ft.comUS nuclear negotiator Ernest Moniz: ‘Iran has the home-court advantage’The architect of the 2015 deal with Tehran on how to prevent a new Middle East arms race 000
Franz Nowak @franzno.bsky.social · 05/06/2026How Britain could afford to pay for war - giftarticle.ft.com/giftarticle/...giftarticle.ft.comHow Britain could afford to pay for warKeynes’s 1940 financing plan contains lessons for the current government 000
Franz Nowak @franzno.bsky.social · 04/06/2026Sorry Marc, it’s just not that big - giftarticle.ft.com/giftarticle/...giftarticle.ft.comSorry Marc, it’s just not that bigSizing up private credit 000
Franz Nowak @franzno.bsky.social · 01/06/2026phenomenalworld.org/interviews/e...phenomenalworld.orgEmpire Suicide Watch | Herman Mark SchwartzExamining the anatomy of US power 000
Franz Nowak @franzno.bsky.social · 02/05/2026‘I’m fighting two wars. One against the Russians. And one inside myself.’ - giftarticle.ft.com/giftarticle/...giftarticle.ft.com‘I’m fighting two wars. One against the Russians. And one inside myself.’A drone pilot and her all-women unit are waging a new kind of warfare on Ukraine’s eastern front 010
Franz Nowak @franzno.bsky.social · 17/04/2026Anthropic chief Dario Amodei: ‘I don’t want AI turned on our own people’ - giftarticle.ft.com/giftarticle/...giftarticle.ft.comAnthropic chief Dario Amodei: ‘I don’t want AI turned on our own people’The tech entrepreneur on Claude Mythos, repercussions from the Pentagon dispute — and his message for the super-rich 000
Franz Nowak @franzno.bsky.social · 15/03/2026open.substack.com/pub/georgdie...open.substack.comDer EuropäerZum Tod von Jürgen Habermas 000
Franz Nowak @franzno.bsky.social · 10/03/2026Inside one of the wildest days the oil market has ever seen - giftarticle.ft.com/giftarticle/... via @FTgiftarticle.ft.comInside one of the wildest days the oil market has ever seenHow one London trading floor coped with a record swing in prices 000
Franz Nowak @franzno.bsky.social · 08/02/2026The pessimist who became a prophet - giftarticle.ft.com/giftarticle/... via @FTgiftarticle.ft.comThe pessimist who became a prophetMichael Sandel was ignored by a generation of political optimists. Now he is searching for a way out of the mess he saw coming 010
Reposted by Franz NowakSander Tordoir @sandertordoir.bsky.social · 28/01/2026The Termite Thesis on the US dollar. Good, sober, realistic warning bell by Sobel and Kamin in @alphaville.ft.com Meanwhile the euro has its problems but on many metrics doesn’t look so bad, boasting the ECB as its financial fortress. The continent rearming will buttress geopolitical heft. 0359
Reposted by Franz NowakMenzie Chinn @mchinn.bsky.social · 28/01/2026Consumer confidence collapses #EconSky econbrowser.com/archives/202... 093
Franz Nowak @franzno.bsky.social · 19/01/2026Could Europe really leverage its $12.6tn pile of US assets? - giftarticle.ft.com/giftarticle/... via @FTgiftarticle.ft.comCould Europe really leverage its $12.6tn pile of US assets?NIIPing an outlandish idea in the bud 000
Franz Nowak @franzno.bsky.social · 15/01/2026www.anthropic.com/research/ant...anthropic.comAnthropic Economic Index report: Economic primitivesThis report introduces new metrics of AI usage to provide a rich portrait of interactions with Claude in November 2025, just prior to the release of Opus 4.5. 000
Franz Nowak @franzno.bsky.social · 15/01/2026Can Europe still afford its generous state pensions? - giftarticle.ft.com/giftarticle/... via @FTgiftarticle.ft.comCan Europe still afford its generous state pensions?Rising numbers of older people across the continent are straining budgets and making for some difficult political decisions 010
Franz Nowak @franzno.bsky.social · 10/01/2026Can Venezuela settle its debts? - giftarticle.ft.com/giftarticle/... via @FTgiftarticle.ft.comCan Venezuela settle its debts?Nicolás Maduro’s removal has opened the door to a huge and complex debt workout 010
Franz Nowak @franzno.bsky.social · 12/07/2025The new age of geoeconomics - on.ft.com/4ls9CRL via @FTon.ft.comThe new age of geoeconomicsDonald Trump’s tariff threats are just part of a much wider shift. Gillian Tett explains why commerce is being subordinated to statecraft — and how we can adapt 020
Franz Nowak @franzno.bsky.social · 17/06/2025This is Europe’s ‘global euro’ moment - on.ft.com/3TryxZ7 via @FTon.ft.comThis is Europe’s ‘global euro’ momentBut greater international prominence will not happen by default — it must be earned 010
Franz Nowak @franzno.bsky.social · 12/06/2025"How to slash government debt-to-GDP" - on.ft.com/4jFIM6N via @FTon.ft.comHow to slash government debt-to-GDPA cunning plan we don’t recommend 010
Franz Nowak @franzno.bsky.social · 09/06/2025www.cfr.org/blog/dollars...cfr.orgThe Dollar’s Global Role and the Financing of the U.S. External DeficitThere is too much talk about the dollar’s role as a reserve currency and too little talk about expectations of exceptional returns. Reserve accumulation hasn’t driven the financing of the U.S. curren… 000
Franz Nowak @franzno.bsky.social · 29/05/2025open.substack.com/pub/construc...open.substack.comCan We Afford Large-scale Solar PV?In the US solar energy has steadily risen in how much of our electricity it supplies. 000
Franz Nowak @franzno.bsky.social · 23/05/2025www.ft.com/content/5380...ft.comThe delusion of private equity IRRsThe dumbest PE performance metric still bamboozles some investors 000
Franz Nowak @franzno.bsky.social · 17/05/2025joincolossus.com/article/when...joincolossus.comWhen Will Robots Go Mainstream?Positive Sum Research 020
Franz Nowak @franzno.bsky.social · 13/05/2025Can Europe finally fix its capital markets? - on.ft.com/3GRnkhs via @FT - great article!on.ft.comCan Europe finally fix its capital markets?Stung by its lack of competitiveness, the EU is making a new push to create a deep financial market. Some investors believe this time could be different 000
Reposted by Franz NowakFinTwitter @fintwitter.bsky.social · 18/04/2025TRUMP, ASKED IF RUSSIA IS PLAYING HIM, SAYS NO ONE IS PLAYING ME 042
Reposted by Franz NowakJonas Nahm @jonasnahm.com · 13/04/2025This was the predictable response and follows a long pattern of similar export restrictions/license requirements in response to previous trade actions. Nonetheless, we are not prepared for this. www.nytimes.com/2025/04/13/b...nytimes.comChina Halts Critical Rare Earth Exports as Trade War IntensifiesBeijing has suspended exports of certain rare earth minerals and magnets that are crucial for the world’s car, semiconductor and aerospace industries. 24518
Franz Nowak @franzno.bsky.social · 12/04/2025open.substack.com/pub/apricita...open.substack.comCharting the Largest Tariff Hike in Modern HistoryMeasuring the Size & Impact of Trump's Newly-Imposed Global Tariffs 000
Franz Nowak @franzno.bsky.social · 08/04/2025www.bruegel.org/policy-brief...bruegel.orgThe governance and funding of European rearmament 000
Franz Nowak @franzno.bsky.social · 07/04/2025www.youtube.com/live/mK1xlAb...youtube.comThe real turning point for Germany: Economic and security implications of the Merz chancellorshipYouTube video by Peterson Institute for International Economics 000
Reposted by Franz NowakFT Alphaville @alphaville.ft.com · 07/04/2025Wheeee! on.ft.com/4i69pBion.ft.comSo much winning — in 15 charts[FREE TO READ] The fallout from ‘Liquidation Day’ 18333
Reposted by Franz NowakPaul J Davies @pauljdavies.bsky.social · 07/04/2025The warning of this wonky old chart today isn’t about trade but about America’s role in the world. Via @opinion.bloomberg.com Does Kindleberger’s Spiral Predict Economic Depressions? www.bloomberg.com/opinion/arti... 0115
Franz Nowak @franzno.bsky.social · 05/04/2025substack.com/redirect/0ae...substack.comAI 2027A research-backed AI scenario forecast. 000
Reposted by Franz NowakErnie Tedeschi @ernietedeschi.bsky.social · 03/04/2025New @budgetlab.bsky.social report about today's tariff announcement: • The April 2nd policy alone is the equivalent of an 11.5pp increase in the effective tariff rate. When combined with other US tariffs in 2025, we're at 22 1/2%, the highest rate since 1909. 1/7 23631243
Reposted by Franz NowakAlberto Nardelli @albertonardelli.bsky.social · 03/04/2025Most Trump tariff rates seem to be trade deficit with a particular country / US imports from that country, then divided by two. The USTR explanation to justify that result reminds me of school when you use a calculator but then have to “show your workings” ustr.gov/issue-areas/... 04317
Franz Nowak @franzno.bsky.social · 31/03/2025The realpolitik of Trump’s tariffs - giftarticle.ft.com/giftarticle/... via @FTgiftarticle.ft.comThe realpolitik of Trump’s tariffsThe president’s trade policy is about power and security, not economics 020
Franz Nowak @franzno.bsky.social · 28/03/2025anthropic.com/news/anthrop...anthropic.comAnthropic Economic Index: Insights from Claude 3.7 SonnetThe second update from the Anthropic Economic Index 000
Reposted by Franz NowakSander Tordoir @sandertordoir.bsky.social · 26/03/2025Is Karthik’s guide to “how screwed are you” which now gets rightfully an official home in FT Alphaville. The ideological opposers to any form of deficit-spending failed to understand that Germany is finding its way to happy places. 0303
Franz Nowak @franzno.bsky.social · 24/03/2025www.economist.com/interactive/...economist.comArchiv 1945Wie The Economist Woche für Woche über das letzte Jahr des Zweiten Weltkriegs berichtete 000
Franz Nowak @franzno.bsky.social · 22/03/2025open.substack.com/pub/paulkrug...open.substack.comHow Should We Think About the Economics of AI?A conversation with Erik Brynjolfsson 000
Franz Nowak @franzno.bsky.social · 22/03/2025Can the dollar remain king of currencies? - on.ft.com/4bNWjqJ via @FTon.ft.comCan the dollar remain king of currencies?The greenback’s global dominance was forged on trade, alliances and institutions — now that era is at risk of drawing to a close 011
Franz Nowak @franzno.bsky.social · 18/03/2025The White House war on federal statistics - on.ft.com/42dsKeU via @FT Electricity consumption as a proxy for GDP growth/decrease when?on.ft.comThe White House war on federal statisticsEconomists and scientists worry over disappearing data and advisory groups 000
Franz Nowak @franzno.bsky.social · 16/03/2025Redpoint Venture on the state of private and public technology markets. substack.com/redirect/39d...substack.comRedpoint Market Update (March 2025).pdf 000
Franz Nowak @franzno.bsky.social · 14/03/2025Germany’s Friedrich Merz agrees spending deal with Greens - on.ft.com/3FwuoQ0 via @FTon.ft.comGermany’s Friedrich Merz agrees spending deal with GreensDeal paves way for the flagship defence and infrastructure package to be adopted by parliament next week 000
Franz Nowak @franzno.bsky.social · 12/03/2025Mar-a-Lago Accord, Schmar-a-Lago Accord - on.ft.com/3FlitV0 via @FTon.ft.comMar-a-Lago Accord, Schmar-a-Lago AccordAnatomy of a bad idea 031
Reposted by Franz NowakJeff (Hot Type) Jarvis @jeffjarvis.bsky.social · 11/03/2025In its continuing good reporting on the US (vs our broken press), @zeit.de finds a paper that aligns with Trump's actions, and a supposed "Mar-a-Lago Accord (accord with whom? Trump et al). Zeit warns it could collapse the world economy. www.zeit.de/wirtschaft/2...zeit.deDonald Trump: Von wegen WillkürDonald Trump und sein Team wollen mit dem Mar-a-Lago Accord das globale Handels- und Finanzsystem neu ordnen. Der Plan könnte die Weltwirtschaft abstürzen lassen. 58537
Franz Nowak @franzno.bsky.social · 11/03/2025www.newyorker.com/magazine/202....newyorker.comWhat Made the Irish Famine So DeadlyThe Great Hunger was a modern event, shaped by the belief that the poor are the authors of their own misery and that the market must be obeyed at all costs. 000